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DirectoryFinance & InsuranceExternal Asset ManagementLausanneGepolis S.A.
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Gepolis S.A.

Summary

About the company

The core activity of Gepolis SA is wealth management (Gestion de Fortune) and Family Office, including the development of individual investment strategies and wealth planning for private clients, taking into account their specific needs and financial goals.

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Industry:External Asset Management
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5
Wealth Management
Discretionary wealth management mandate, dynamic asset allocation, risk/return analysis, opportunity selection by asset class, transparent reporting.
Wealth Structuring
Wealth structuring for tax optimisation, international wealth planning and engineering, assessment of tax impact, structures adapted to each jurisdiction.
Family Office
Independent management and administration of private and professional affairs, including real estate, art, staff, vehicles, private aviation, business creation and administration.
Risk / Return Profile Analysis
Assessment of overall wealth situation, risk/return profile, existing portfolio and suitable mandate type before management begins.
Transmission & Family Governance
Family charter and governance, succession planning, asset protection structures, and support for heirs in wealth transfer across generations.

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Location

Rue du Port-Franc 2 A
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-109.057.082
Founded
2001 · 25 years
Last commercial register change
November 20, 2024
Employees
11 to 20

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